Anna Lewis
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Payments and Plans
Payments from your clients: how Bookly records them
Mark a payment from your client in the booking — cash, card or terminal — and it becomes income in Finance by itself. Clients can’t pay online through the widget yet.
3 min read
In this article
Mark a payment from your client in the booking — cash, card or terminal — and it becomes income in Finance by itself. Clients can’t pay online through the widget yet.
This article is about money your clients pay you. Paying for your Bookly plan itself is covered in How to pay for your Bookly plan: country and payment method, and receipts for the plan in Payments and documents.
Who can do it
A payment is marked in the booking by anyone who can change that booking. Income in Finance is seen by the owner and by “Full access”.
How to do it
Mark a visit as paid
- Open the booking in the calendar.
- Click the payment label — it says Unpaid at first.
- Choose Cash, Card or Terminal.
A paid booking becomes income in Finance by itself, for the booking total with add-ons; a terminal payment counts as Card there. If a paid booking is cancelled, the income turns into a refund. A completed but unpaid booking becomes a debt straight away. More in Payment in a booking and refunds to a client.
Money that isn’t for a particular booking
Add it by hand: Finance → Operations → “Add operation”, type Income. The payment methods there also include Online and Other. Money paid in advance is recorded as a Deposit — see Client deposits.
Payment when a client books online
The online booking widget has no payment step: the client books without paying and pays you at the visit or in advance, as you agreed. If a client sent money to your card for a particular visit, mark Card in the booking. Put your payment terms in the widget’s “Booking policy” — clients see it before they book.
Fiscal receipts (cash registers, PRRO)
Bookly doesn’t issue fiscal receipts to your clients and doesn’t connect to cash registers or software cash registers (RRO or PRRO). Marking a payment in a booking only records income in Finance, and the “Receipt” block of a booking lists the service and add-ons with the total — it isn’t a fiscal receipt. If you need to issue fiscal receipts, do it with your own cash register, separately from Bookly.
Fiscal receipts for your Bookly plan itself are a different thing: the payment provider issues them, and they’re in “Payments & documents” — see Payments and documents: receipts for your Bookly plan.
If something doesn’t work
“Selling needs a payment provider — not connected yet.”
You’ll see this when adding a digital product to your page as a block: clients can’t pay online yet. You can still link to the product’s storefront with an ordinary link — see Digital products: storefront, files and price.
I marked the payment, but it isn’t in Finance
- Income appears when the booking is paid and not cancelled.
- A terminal payment shows in Finance as Card.
- A booking payment is dated by the day of the visit — check the period.
I need to give money back to a client
A refund is made from the income with “Refund” — see Payment in a booking and refunds to a client. You return the money to the client yourself.
Didn’t find your case? Contact support. Write any time — we reply during working hours.
Related articles
Still have a question? Write any time — we reply during working hours.
Other articles in this section
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Client deposits: recording them in Finance
A deposit is recorded in Finance → “Add operation” with the Deposit type: amount, client, staff member, service and payment method. Clients don’t pay online yet — you take the deposit yourself and only enter it in your records.
3 min read
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Payments and documents: receipts for your Bookly plan
All your Bookly payments are in “Plans & Billing” → “Payments & documents”: date, amount, status and receipt. After every payment you get a “Payment received” email with a link to the fiscal receipt, if the payment provider issued one.
3 min read
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For businesses: invoices, VAT and Bookly’s company details
You can pay for your Bookly plan on behalf of a sole proprietor or a company — by card, just like a personal one. The documents for each payment are in “Payments & documents”, no VAT is charged, and Bookly’s details are on the “Legal & contact details” page.
3 min read
